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Vanguard Financials ETF
VFH

579 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 207 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 44

98% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $2.73M

26% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 164

25% more funds holding in top 10

Funds holding in top 10: 16 → 20 (+4)

14% more capital invested

Capital invested by funds: $4.09B → $4.65B (+$565M)

6% more funds holding

Funds holding: 544 → 579 (+35)

0.08% less ownership

Funds ownership: 51.29% → 51.2% (-0.08%)

Holders
579
Holders Change
+35
Holders Change %
+6.43%
% of All Funds
9.31%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
207
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.73M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
+$67.9M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$42.2M
3
SFM
Soros Fund Management
New York
+$13.9M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$13.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
-$163M
2
Wells Fargo
Wells Fargo
California
-$94.5M
3
Bank of America
Bank of America
North Carolina
-$55.2M
4
MMEA
Main Management ETF Advisors
California
-$25.3M
5
BFG
Bouchey Financial Group
New York
-$21.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC
101
Park National Corp
Ohio
$3.13M +$3.13M +37,866 New
FFC
102
First Financial Corp
Indiana
$3.12M +$124K +1,498 +4%
PWM
103
Penobscot Wealth Management
Maine
$3.08M +$210K +2,541 +7%
MGIA
104
Matthew Goff Investment Advisor
Texas
$3.05M -$1.49K -18 -0%
NYLIM
105
New York Life Investment Management
New York
$3.03M -$134K -1,625 -4%
BF
106
BOK Financial
Oklahoma
$2.84M +$496 +6 +0%
Northern Trust
107
Northern Trust
Illinois
$2.79M +$65K +787 +2%
CSB
108
City State Bank
Iowa
$2.66M -$140K -1,695 -5%
LGA
109
Lebenthal Global Advisors
New York
$2.64M +$151K +1,833 +6%
EH
110
Equitable Holdings
New York
$2.61M +$49.7K +602 +2%
V
111
Veritable
Delaware
$2.61M -$32.6K -395 -1%
NCM
112
Novare Capital Management
North Carolina
$2.48M +$370K +4,475 +18%
TAIM
113
TD Ameritrade Investment Management
Nebraska
$2.47M -$110K -1,326 -4%
MFG
114
Mainsail Financial Group
Washington
$2.47M +$2.4M +29,039 New
LWM
115
Laidlaw Wealth Management
New York
$2.4M -$276K -3,345 -10%
KAS
116
Kestra Advisory Services
Texas
$2.37M -$177K -2,139 -7%
GIA
117
Gladstone Institutional Advisory
Florida
$2.3M -$63.1K -764 -3%
GT
118
Glenmede Trust
Pennsylvania
$2.3M -$157K -1,901 -6%
PWP
119
Principle Wealth Partners
Connecticut
$2.28M -$81.2K -983 -3%
CS
120
Comerica Securities
Michigan
$2.28M +$61.8K +748 +3%
KTC
121
Kistler-Tiffany Companies
Pennsylvania
$2.26M -$144K -1,738 -6%
BS
122
Banco Santander
Spain
$2.24M -$104K -1,254 -4%
AI
123
Atria Investments
North Carolina
$2.22M +$2.22M +26,879 New
Citigroup
124
Citigroup
New York
$2.2M +$8.76K +106 +0.4%
CTC
125
Chai Trust Company
Illinois
$2.05M +$636K +7,698 +45%
3 4
5
6 7

VFH Hedge Fund Activity: Q4 2022 in Review

579 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2022, worth a combined $4.65B — up 14% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VFH positions and 44 closed out — a net gain of 49 holders — while 207 added to existing stakes and 164 trimmed.

The largest buyer was Bessemer Group, adding an estimated $67.9M. The largest seller was Prudential Financial, cutting an estimated $163M.

  • 579 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2022, up from 544 in Q3 2022.
  • Funds reported $4.65B of Vanguard Financials ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 93 funds opened new Vanguard Financials ETF positions in Q4 2022 and 44 closed out, a net change of +49 holders.
  • The largest Vanguard Financials ETF buyer in Q4 2022 was Bessemer Group, an estimated $67.9M added.
  • The largest Vanguard Financials ETF seller in Q4 2022 was Prudential Financial, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2022.